It’s best practice to first create a quote, then convert that quote into a job, however, it is possible to create a job without a quote.

To create a job, navigate to the jobs page and click ‘add job’

Select the customer and give the job a title.

If the products you wish to add to the job are part of your catalog, search & select the product. If the item is not in your catalog, skip the product field and enter the product information manually. You can also upload or change an image by clicking here.

Click build item to enter your product variants, decorations, and additional items.

Click save to close the price builder.

Choose a job owner, deadline & reference number if required then click save to create the job.

To manage the job, click the job title or job number from the jobs board.

Here you can view the details of the jobs, generate purchase orders, upload and send proofs, and access all files, comments, and tasks.

To edit the job, click actions, edit.

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